See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,143 | $117,983+1.0% | $101,794+17.0% | $142,382-16.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.57% | 36.92%-26.3pp | 30.53%-20.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $826 | $2,773-70.2% | $2,289-63.9% | $4,299-80.8% |
| Participant deferral / active EE | $8,275 | $4,714+75.6% | $4,084+102.6% | $6,507+27.2% |
| Admin fee / account holder | $1,646 | $10,433-84.2% | $8,777-81.2% | $12,624-87.0% |